Wealth Advisor & Planning Specialist

TD Bank, N.A.; Manchester (NH); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Bank, N.A. is seeking a Wealth Advisor in Manchester, NH, to build trusted client relationships and provide comprehensive wealth guidance. You will lead client onboarding, needs analysis, and ongoing reviews, while coordinating with TD Wealth and other partners to deliver tailored solutions.

The role emphasizes consultative sales, regulatory compliance, and collaboration across teams to maximize client retention and growth in a fast-paced market.

Qualifications

• Bachelor’s degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7, Series 63 required.
• Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule.
• Self-directed, with strong ability to plan own activities to achieve sales and referral goals.
• Advanced understanding of wealth products and services.
• Strong verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to travel within assigned market to meet prospects, clients and partners five days a week.
• Ability to commute within assigned territory.
• Strong understanding of wealth management business development techniques.
• Strong understanding and experience interacting with retail and small business banking clients.
• Consultative sales experience required.
• Demonstrated ability to establish relationships and partner effectively with other departments.

Responsibilities

• Demonstrates commitment to customer-centric service delivering legendary client experiences.
• Ensures new clients receive complete onboarding including discovery, needs analysis, and introductions to servicing teams.
• Partners to promote lead generation and achieve sales goals.
• Serves as primary contact for TD Wealth client relationships and coordinates with TD Bank and other partners as needed.
• Implements a differentiated service model for TD Wealth clients and meets quarterly and annual sales goals.
• Deepens wallet share by anticipating client needs and proposing appropriate wealth solutions.
• Ensures compliance with regulations, policies and firm standards.
• Contributes to a positive and collaborative team environment.

Skills

Consultative sales

Wealth management

Client relationships

Communication

Financial planning

Education

Bachelor’s degree

SIE

Series 7

Series 63

Series 66 or equivalent

Job description

TD Bank, N.A. is seeking a Wealth Advisor in Manchester, NH, to build trusted client relationships and provide comprehensive wealth guidance. You will lead client onboarding, needs analysis, and ongoing reviews, while coordinating with TD Wealth and other partners to deliver tailored solutions.

The role emphasizes consultative sales, regulatory compliance, and collaboration across teams to maximize client retention and growth in a fast-paced market.